Kenneth J Bowen II

@Toth Financial Advisory Corp

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$846.91M

Total holdings705

Assets growth rate7.65%

Assets growth rate (2-Q avg)3.07%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Toth Financial Advisory Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 705 positions.

Assets under management

The assets under management (AUM) of Toth Financial Advisory Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 846.91M in assets, with a quarterly growth rate of 7.65% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Kenneth J Bowen II, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NUNu Hldgs Ltd Recent Activity New Position	0.01%	$54,873 4,020 shares@ $13.65 avg price	New Position
FOURShift4 Pmts Inc Recent Activity New Position	0.01%	$31,896 360 shares@ $88.6 avg price	New Position
TOSTToast Inc Recent Activity New Position	0.01%	$28,310 1,000 shares@ $28.31 avg price	New Position
GEGe Aerospace Recent Activity New Position	0.01%	$25,459 135 shares@ $188.59 avg price	New Position
MFCManulife Finl Corp Recent Activity New Position	0.01%	$22,104 748 shares@ $29.56 avg price	New Position
HWMHowmet Aerospace Inc Recent Activity New Position	0.01%	$20,050 200 shares@ $100.25 avg price	New Position
EFVIshares Tr Recent Activity New Position	0.01%	$17,605 306 shares@ $57.54 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.01%	$14,279 56 shares@ $254.99 avg price	New Position
SNOWSnowflake Inc Recent Activity New Position	0.01%	$11,486 100 shares@ $114.86 avg price	New Position
FFIVF5 Inc Recent Activity New Position	0.01%	$11,010 50 shares@ $220.2 avg price	New Position